• Setting up a Recurring Receipt
• Generating Recurring Receipt
• Removing Recurring Receipt

Setting up a Recurring Receipt

Customer

To set up a recurring receipt, complete the following steps.

1. Log in and click the required business.
2. The Customers page appears. Click Banking > Receipts.
3. The Receipts page appears. From the list, select Recurring Receipt.
4. The Recurring Receipts page appears. Click Add.
5. The Recurring Customer Receipt page appears. Enter the following information.

FIELD	STEP
PAYMENT DETAILS
CUSTOMER	To select the customer, click and from the Customer Search window, click the customer name. To create a customer on the go, on the Customer Search window, click New.
PAID BY	Applicable for non-customers. Ignore.
AMOUNT	Receipt amount.
PAYMENT TYPE	Payment type.
REF. NUMBER	Unique reference number.
BANK DETAILS heading
BANK ACCOUNT	Bank account on which the transaction will be performed.
Auto Allocate	To auto-allocate the receipt to an invoice, tick.
RECURRING INFORMATION heading
RECURRING	Select the frequency at which the receipt will recur.
REPEAT EVERY	Select the interval at which the receipt will recur. For example, if the recurring frequency is monthly and you select 2 in this list, the receipt will recur every 2 months.
STARTS ON	Select the first recurrence date. To allocate, generate first (see steps to generate). If no invoice is available on the same date, then invoices set up on a past date are allocated.
NEXT DUE	If the receipt is not posted on its start date, then the start date is the next due date. Else, the next due date is always the immediate recurrence based on the frequency.
STATUS	Select the current status of the payment. The following options are available. Generate: The payment will be generate. Closed: The payment is closed and will not be considered for generation. Note that closed invoices cannot be retrieved later. On Hold: The payment is put on hold. Note that such invoices cannot be retrieved later.
ENDS	If the payment recurs indefinitely, select Never. If the payment recurs until a date, select Date and specify the date. If the payment recurs a specific number of times, select Number and enter the number.

You can set up divisions or subdivisions, if available, while setting up the receipt. To know more about divisions, click here.

6. To save the recurring receipt, click Save.

To verify whether the recurring receipts have been allocated, on the left panel, click Banking > Receipts and, on the Receipts page, view the status under the Allocated column. 
For more details, click  for the required record and click Allocation.

Non-customer

To set up recurring receipts, complete the following steps.

1. Log in and click the required business.
2. The Customers page appears. Click Banking > Receipts.
3. The Receipts page appears. Click New.
4. The Recurring Receipt page appears. Enter the following details.

               5. To save the recurring receipt, click [Save].

Generating Recurring Receipt

Recurring receipt generation sets up one or more recurring receipts for allocation to invoices on the specified date or earlier. Allocation can be manual or automatic. To generate recurring receipt, complete the following steps.

1. Set up recurring receipts.
2. On the Recurring Receipts page, click Generate.
3. The Receipt List page appears. From the GENERATE RECURRING RECEIPT UP TO list, select the date until which you want to generate the receipts and click Update List.
4. The Confirmation Message window appears. Review the message and Click Yes.
5. All recurrences until the selected date appear. To generate, click Generate.
6. The Confirmation Message window appears. Click Yes.
7. The Information Message window appears. The receipts are generated.
8. The Recurring Receipts page shows a summary of receipts generated.

Removing Recurring Receipt

To remove a recurring receipt, complete the following steps.

1. Set up and, optionally, generate the recurring receipt.
2. On the Recurring Receipts page, click for the row showing corresponding recurring receipt record and in the inline menu, click Remove.
3. The Confirmation Message window appears. On the Confirmation Message window, click [Yes]. The record is removed.